Surveillance: Inflation Trades with Golub (Podcast)


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Jonathan Golub, Credit Suisse Chief Equity Strategist, says tech stocks will continue to struggle as long as we're in a high-inflation environment. Kwasi Kwarteng, UK Business & Energy Secretary, warns energy companies they may face a windfall tax if they don’t “step up” on new investments. Savita Subramanian, Bank of America Securities US Equity & Quantitative Strategy Head, says a lot of the bad news is priced in to the markets, but the worst is not yet behind us. John Ryding, Brean Capital Chief Economic Advisor, says the Fed doesn't know what it's going to take to get inflation back down to the 2% level.

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